Philadelphia, PA 19128 C: 610.585.8387 Assertive, proactive sales professional with proven ability to close sales, farm new customers, and grow existing accounts SUMMARY OF QUALIFICATIONS X Series 7, 66 and PA Life and Health Registered Representative with expansive knowledge of financial services industry X Extensive sales and marketing experience, including group sales presentations X Exemplary interpersonal and communication skills, with the ability to motivat e personnel and foster new relationships X Exceptional product and service knowledge, as well as strong understanding of competitive landscape X Able to thrive in high-pressure situations, and successfully interact with al l levels of management X Dedicated mentor and tutor to all colleagues and new hires PROFESSIONAL EXPERIENCE LINCOLN FINANCIAL DISTRIBUTORS, Radnor, PA 7/07V Present Internal Marketing Consultant X Developed and implemented individual business plans targeting four unique ter ritories throughout the country that lead to over $200M in variable annuity sale s over 2 years X Employed aggressive cold calling strategies to increase new business; consist ently exceeded sales activity expectations X Received seven monthly and quarterly awards including largest increase in sal es, largest increase in new producers, and most sales conversations X Utilized extensive market and product knowledge to execute client presentatio ns, colleague mentoring programs, and new hire trainings X Selected to represent Lincoln at national conferences to increase industry ex posure and generate new business opportunities MERRILL LYNCH Hopewell, NJ 10/04-6/07 Client Education Services Lead Management Representative X Assisted advisory division and financial advisory center in opening over $80M in new accounts X Recommended products and services to prospects to meet their specific needs, objectives, and goals X Provided sales coaching and mentoring to entire team and new hires X Responsible for tracking and reporting on all leads and asset conversions for marketing department X Recipient of the Merrill Lynch Special Achievement Award in July 2005 and Nov ember 2005 for exemplary work with client education services and streamlining th e lead tracking process 04/04- 10/04 Core Banking Representative X Provided account services to clients X Completed Service Excellence and Products and Services Specialty Training X Worked with management to develop more efficient and effective client service s HARTMANN MEDIA New York, NY 01/03V 2/04 Account Executive X Developed a business plan that lead to monthly sales increase of $60,000 X Analyzed communication needs of customers and consulted with staff engineers regarding technical problems X Recommended equipment to meet customer needs and budget X Negotiated terms of sale and services with customers X Attended trade shows and conferences EDUCATION ST. JOSEPHS UNIVERSITY, Philadelphia, PA B.S. Finance 01